New Features and Improvements
Email Confirmations for CC and BCC addresses
When emailing from Gensolve, the message "Are you sure you want to send this email to ..." now also includes the cc and bcc recipients
Letter Template Client Type Fields now fill for the booked 10th Future Appointment
In the Letter Template>Template Type: Client, all appointment fields related to the 10th future booked appointment now populate data when that merge field is used.
Event Templates no longer have an error when no offset is entered
Event Templates no longer error when there is no offset chosen. Users must enter an offset even if there is no offset; enter 0 in those cases.
A5 Statement Batches now show line details when Emailing
For Statement Batches which are created in A5 format (setting is found under Admin>Sites>edit>Statement Report Size), the details now show when emailing the attachments
The service charge price updater displays Tax Exempt charges correctly
When selecting to run the price update for a service charge, the price is now showing correctly for tax-exempted service charges.
Site Appointment Schedule Report
The new "Site Appointment Schedule" Report allows you to view all appointments for a specific Date
Client Appointment Service Charge Detail Report
You can now export the Client Appointment Service Charge Detail report to Excel, and create your own custom exports, which also includes the Client First Name, Known As Name, Client Id, Provider Id, and Site Id
Custom Forms Filled Online Event Status
Custom Forms now have a tick box to mark the fill notification event as automatically completed or not.
Make a Service Charge Usable for a Specific Debtor Only
You can now make service charges available for billing-specific debtors only. Admin>Service Charges>Visibility and Ledgers tab>Available for: Selected Debtors: select debtor Help resource link
Custom Forms can be set as Completed when Saved
There is a setting at the bottom of Custom Forms called 'Complete on Saved' that can be selected so that when clients save the form, it shows as Completed in Gensolve Help resource link
Other Fixes and Features
- Fixed the issue where the ledger column was not updated with the ledger set on the Service Charge
- Fixed the error displayed when viewing the Output for a Custom Form with Contact Details fields empty
- When selecting to run the price update for a service charge, the price is now showing correctly for tax-exempted service charges.
- Fixed an issue where a jammed scanner or scanner error would cause a user's instance of Gensolve to freeze. You are now returned to the Upload file screen.
- The Invoice Number now is displayed in the invoice for the payment
- You can now view the progress breakdown as data is retrieved in parts (1/5) on the splash screen.